About Dave Shepherd, ChFC, CFP®

Dave is the founder of Shepherd Wealth & Retirement in Tucson, Arizona. Dave is a Chartered Financial Consultant (ChFC) and Certified Financial Planner™ practitioner (CFP®). Have a financial question? Click Here to contact Dave Shepherd.
Author Archive | Dave Shepherd, ChFC, CFP®
Portfolio Changes Update, April 4, 2018

Portfolio Changes Update, April 4, 2018

Because of the market’s continued volatility there will be changes coming this week in almost all of our portfolios to a more preservation stance.

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Market Update from Dave March 23, 2018

Market Update from Dave March 23, 2018

Watch this video to see a March 23, 2018 market update from Dave Shepherd, ChFC, CFP®, financial advisor in Tucson.

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Investment advice offered through Shepherd Wealth Group, a Registered Investment Adviser doing business as Shepherd Wealth & Retirement.

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